SEBI Registration No: INP000008914
Portfolio Management Services in India
Qode Advisors LLP is a SEBI-registered PMS provider based in Mumbai, India. We use data-driven quantitative strategies to manage portfolios for HNI investors across India. Minimum investment: ₹50 Lakhs.
What is Portfolio Management Services (PMS)?
Portfolio Management Services (PMS) is a SEBI-regulated investment service in India where a professional fund manager manages a client's portfolio of stocks and securities on their behalf. Unlike mutual funds, PMS provides direct ownership of securities in the investor's own demat account — offering full transparency into every holding and every trade.
SEBI mandates a minimum investment of ₹50 Lakhs for PMS in India. This makes PMS a service designed for High Net Worth Individuals (HNIs) and family offices seeking a more personalised, professionally managed investment approach.
PMS providers in India must be registered with SEBI and adhere to strict reporting and compliance standards. Qode Advisors LLP holds SEBI PMS registration number INP000008914.
PMS vs Mutual Funds — Key Differences
| Feature | PMS | Mutual Fund |
|---|---|---|
| Minimum Investment | ₹50 Lakhs | ₹500+ |
| Ownership | Direct ownership of securities | Units of pooled fund |
| Customisation | Tailored to investor goals | Standardised for all investors |
| Transparency | Full visibility of every trade | Disclosed monthly/quarterly |
| Regulation | SEBI PMS Regulations | SEBI Mutual Fund Regulations |
| Target Investors | HNIs and family offices | Retail and institutional |
Our PMS Strategies
We offer three distinct SEBI-registered PMS strategies, each built for a different risk profile and investment goal.
Qode All Weather (QAW)
A factor-driven, diversified large-cap strategy consistently outperforming the Nifty 50 with one of India's best Sharpe ratios (~1.3). Built for resilience across all market regimes.
Momentum ETF PMSQode Tactical Fund (QTF)
A momentum-driven strategy that systematically captures the strongest market trends using a tax-efficient, ETF-only structure. Adapts dynamically to changing market conditions.
Small-Cap PMSQode Growth Fund (QGF)
A factor-based small-cap PMS using the O.N.E. Framework to identify fundamentally strong, high-growth small-cap businesses with superior return potential.
Frequently Asked Questions
What is Portfolio Management Services (PMS) in India?
Portfolio Management Services (PMS) in India is a SEBI-regulated investment service where a professional fund manager manages a client's portfolio of stocks, bonds, or other securities on their behalf. Unlike mutual funds, PMS offers a customised portfolio with direct ownership of securities. SEBI mandates a minimum investment of ₹50 Lakhs for PMS in India.
What is the minimum investment in PMS in India?
As per SEBI regulations, the minimum investment required to invest in a Portfolio Management Service (PMS) in India is ₹50 Lakhs (Rupees Fifty Lakhs). This applies to all SEBI-registered PMS providers, including Qode Advisors LLP.
How is PMS different from mutual funds in India?
PMS and mutual funds differ in several key ways: (1) Minimum investment — PMS requires ₹50 Lakhs; mutual funds can start at ₹500. (2) Ownership — in PMS, the investor directly owns the underlying securities; in mutual funds, you own units of a pooled fund. (3) Customisation — PMS portfolios can be tailored to individual goals and risk profiles. (4) Transparency — PMS investors see exactly which stocks are held and when trades are made. (5) Regulation — both are SEBI-regulated but under different frameworks.
Is Qode Advisors LLP SEBI registered?
Yes. Qode Advisors LLP is a SEBI-registered Portfolio Management Services provider. Our SEBI PMS registration number is INP000008914. We are fully compliant with all SEBI regulations governing portfolio management services in India.
Which PMS strategies does Qode Advisors offer?
Qode Advisors LLP offers three distinct PMS strategies: (1) Qode All Weather (QAW) — a factor-driven, diversified large-cap strategy. (2) Qode Tactical Fund (QTF) — a momentum-based, ETF-only strategy. (3) Qode Growth Fund (QGF) — a factor-based small-cap strategy using the O.N.E. Framework.
Where is Qode Advisors PMS based?
Qode Advisors LLP is based in Mumbai, India. Our office is located at 2nd Floor, Tree Building, Raghuvanshi Mills Compound, Gandhi Nagar, Lower Parel, Mumbai — 400013. We serve HNI investors across India.
What makes Qode Advisors different from other PMS providers in India?
Qode Advisors uses a purely data-driven, quantitative approach to portfolio management — removing emotional bias from investment decisions. Our strategies are built on systematic, rules-based models combining quantitative screening with fundamental research. We offer three distinct strategies covering large-cap, small-cap, and tactical ETF-based portfolios, giving investors choice based on their risk profile and return expectations.
How do I invest in a PMS in India?
To invest in a PMS in India: (1) Ensure you have a minimum of ₹50 Lakhs available to invest. (2) Choose a SEBI-registered PMS provider. (3) Complete the KYC process and sign a Portfolio Management Agreement. (4) Your portfolio manager will then manage your investments according to the agreed strategy. To invest with Qode Advisors, contact us at investor.relations@qodeinvest.com or call +91-9820300028.
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Get in touchImportant Disclaimer
- • The securities quoted are for illustration only and are not recommendatory.
- • Past performance does not guarantee future returns and does not represent actual returns or an indication of such.
- • Investments in the securities market are subject to market risks. Please read all related documents carefully before investing.
- • Nothing stated herein constitutes a recommendation to buy, sell, or hold any specific securities or contracts.
- • Qode Advisors LLP is registered with SEBI as a Portfolio Manager (Registration No. INP000008914).